Allen Mueller (CFA, CFP®, MBA)
Allen Mueller focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- Charitable Giving
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
I specialize in working with retirees and pre-retirees to create sustainable retirement income plans - helping them invest smarter, reduce their lifetime tax bill, and maximize their retirement income.
Social Security optimization, tax-efficient withdrawal strategies, Roth conversion analysis, and restructuring investment portfolios for this next phase of life are things we deal with every day. My focus is on helping you confidently answer the question: "How much can I safely spend in retirement?"
Our clients are typically in their 50s and 60s with $750,000 or more in investments, who value professional expertise and want a trusted partner to guide them through the transition from accumulation to distribution.
7 Saturdays Financial operates exclusively on a flat-fee model with a transparent annual fee that isn't tied to the size of your portfolio. This often results in a better value for high net worth families compared to legacy fee models.
Additional Information
Hi! I'm Allen Mueller, CFA, CFP®, and I started 7 Saturdays Financial because I believe retirement planning deserves specialized expertise - not a one-size-fits-all approach like the big box firms.
I spent nearly a decade in corporate finance before realizing I wanted to help individuals and families, not corporations. When I helped my own parents navigate their retirement, I discovered how much I enjoyed solving the retirement income puzzle. That experience led me to earn both the CFA and CFP® designations and launch my own firm.
As a fee-only advisor, I don't sell products or earn commissions. My only source of income is the flat fee my clients pay me directly. This helps reduce the conflicts of interest that exist at legacy financial firms.
I'm a proud recipient of Wealthtender's "Voice of the Client" award in 2025, as well as a member of NAPFA, XY Planning Network, and Fee Only Network. I've been featured in Fortune, CBS News, U.S. News & World Report, and other national publications.
I live in the Dallas area with my wife and our two daughters. When I'm not nerding out in a spreadsheet, you can find me at the gym or traveling the world with my family.
NAPFA Start Date
September 02, 2025
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